Meet our team
Stephen joined the LEMSEC network of advisors in 2019 as part of the Stone Capital Group. Stephen has been in the financial services industry since 2009 as a client advisor and broker and has over ten years working experience in equity and derivatives investment and trading. He provides general advice to private investors, Self Managed Super Funds (SMSFs) and high net worth clients.
Services and specialities
- Fundamental and technical stock analysis
- Portfolio Construction and Management
- Margin Lending and geared investment
- ASIC RG146 Compliance
- ASX ADA 1&2 (Accredited Derivatives Adviser Level 1&2)
- Diploma of Financial Planning (DFP)
- Advanced Diploma of Financial Planning (ADFP)
ASIC Approved Competencies
I am appointed as an authorised representative under a consultancy arrangement with Bridgeway Capital Pty Ltd, who is a Corporate Authorised Representative of LeMessurier Securities Pty Limited. I am remunerated as your adviser by way of commission.
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